Gain A Deeper Understanding Of Your Customer Issues With Power BI

Power BI gives you the ability to get a granular look at your customer issues. Discover customer friction points, identify successful or unsuccessful events in your customer service workflow, and visualize patterns for incoming issues using Power BI.

Here’s a quick look into some filtering techniques to get you started.

Basic filters

Using the basic filters, you can segment incoming issues by app, platform, team, agent, tag and language, plus over 200 other metrics. These are standard, predefined values that are available out-of-the-box on the Power BI platform.

Image 1 Basic Filtering unedited.png

You can further refine the reports to narrow down issues related to your business using advanced filters.

Advanced (Custom) Filters

If you want more granular reporting to help identify specific issues related to your product or service, you can leverage the custom/advanced filters capability of Power BI. Using the easy-to-use interface, you can overlay additional filters on existing reports to narrow down issues by any dimension.

For instance, if there was a bug in a recently launched version of your app, you can add advanced filters to pinpoint the effect of that bug on your issue volume.

Filter on more than one tag

Image 3 Filter on more than 1 tag copy.png


Power BI Visualizations allow you to customize how your data is displayed in a variety of graphical formats.

Image 5 Visualizations copy.png

To learn more about Power BI, read the Power BI Reports Overview and check out our support article on How To Create Custom Reports. For step-by-step instructions on setting up filters, see the Power BI Documentation.

Related Helpshift posts

Power BI 101

How Can I Get More Out Of Helpshift Analytics With Power BI?

Helpshift + Power BI = Actionable Data Insights

Similar Posts